Anchor Investment Management, LLC Reduced Holdings in Q2 2025

Anchor Investment Management, LLC

  • $1.14 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-310
- 11.61%
$81.84 - $93.53 $25.4K - $29K
2.36K $219M
D
Dominion Energy, Inc

Utilities
-324
- 2.89%
$49.66 - $58.0 $16.1K - $18.8K
10.9K $615M
HPF
John Hancock Preferred Income Fund Ii

Financial Services
-710
- 38.11%
$15.08 - $16.68 $10.7K - $11.8K
1.15K $18.2M
TFC
Truist Financial Corp

Financial Services
-3.42K
- 4.67%
$34.79 - $42.99 $119K - $147K
70K $3.01B
Thomson Reuters Corp Com
-72
- 85.71%
N/A
12 $2.41M
PANW
Palo Alto Networks Inc

Technology
-100
- 39.06%
$152.44 - $204.64 $15.2K - $20.5K
156 $31.9M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-68
- 34.34%
$328.01 - $475.68 $22.3K - $32.3K
130 $60.8M
SWKS
Skyworks Solutions, Inc.

Technology
-609
- 17.71%
$49.2 - $74.95 $30K - $45.6K
2.83K $211M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-147
- 8.82%
$58.95 - $66.19 $8.67K - $9.73K
1.52K $98.9M
MAR
Marriott International Inc

Consumer Cyclical
-57
- 38.78%
$211.12 - $274.14 $12K - $15.6K
90 $24.5M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-60
- 9.17%
$110.23 - $131.5 $6.61K - $7.89K
594 $73.4M
VEA
Vanguard Ftse Developed Market

ETFs
-1.17K
- 12.54%
$45.65 - $57.01 $53.2K - $66.4K
8.13K $463M
AVY
Avery Dennison Corp

Industrials
-40
- 5.33%
$159.58 - $183.97 $6.38K - $7.36K
711 $125M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-171
- 9.96%
$47.46 - $55.3 $8.12K - $9.46K
1.55K $85.2M
ALC
Alcon Inc

Healthcare
-80
- 32.0%
$82.88 - $98.3 $6.63K - $7.86K
170 $15M
CSWI
Csw Industrials, Inc.

Industrials
-10
- 0.85%
$254.34 - $336.43 $2.54K - $3.36K
1.17K $336M
Amentum Holdings Inc Com
-438
- 83.43%
N/A
87 $2.05M
PRI
Primerica, Inc.

Financial Services
-25
- 50.0%
$244.39 - $290.62 $6.11K - $7.27K
25 $6.84M
MTRN
Materion Corp

Basic Materials
-75
- 18.75%
$72.15 - $84.25 $5.41K - $6.32K
325 $25.8M
CARR
Carrier Global Corp

Industrials
-849
- 14.84%
$55.55 - $75.83 $47.2K - $64.4K
4.87K $357M
CB
Chubb LTD

Financial Services
-5
- 1.52%
$274.32 - $302.46 $1.37K - $1.51K
325 $94M
WST
West Pharmaceutical Services Inc

Healthcare
-23
- 63.89%
$190.39 - $227.7 $4.38K - $5.24K
13 $2.84M
Veralto Corp Com Shs
-84
- 8.18%
N/A
943 $95.2M
ICF
Ishares Tr

ETFs
-75
- 20.27%
$54.56 - $62.47 $4.09K - $4.69K
295 $18M
WCC
Wesco International Inc

Industrials
-35
- 46.67%
$132.86 - $186.1 $4.65K - $6.51K
40 $7.41M
BEN
Franklin Resources Inc

Financial Services
-479
- 29.23%
$16.66 - $23.85 $7.98K - $11.4K
1.16K $27.7M
RYU
Invesco S&P 500 Equal Weight U

ETFs
-62
- 10.97%
N/A
503 $35.8M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-79
- 2.34%
$72.71 - $82.56 $5.74K - $6.52K
3.3K $269M
Fortrea Hldgs Inc Common Stock
-218
- 25.56%
N/A
635 $3.14M
TUA
Simpl Exch Traded Fds Sht Term
-200
- 0.98%
N/A
20.2K $444M
AMT
American Tower Corp

Real Estate
-50
- 2.14%
$203.96 - $228.19 $10.2K - $11.4K
2.29K $506M
PLUS
Eplus Inc

Technology
-60
- 48.0%
$54.77 - $74.09 $3.29K - $4.45K
65 $4.69M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
-75
- 50.0%
$22.96 - $28.29 $1.72K - $2.12K
75 $1.72M
RGP
Resources Connection, Inc.

Industrials
-100
- 6.37%
$4.94 - $6.65 $494 - $665
1.47K $7.89M
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
-50
- 50.0%
N/A
50 $2.36M
RETL
Direxion Daily Retail Bull 3 X

ETFs
-550
- 36.67%
$4.31 - $8.22 $2.37K - $4.52K
950 $7.22M
NKE
Nike, Inc.

Consumer Cyclical
-200
- 12.25%
$53.27 - $72.04 $10.7K - $14.4K
1.43K $102M
PLD
Prologis, Inc.

Real Estate
-13
- 54.17%
$89.76 - $112.34 $1.17K - $1.46K
11 $1.16M
NUE
Nucor Corp

Basic Materials
-212
- 7.52%
$103.22 - $131.43 $21.9K - $27.9K
2.61K $338M
POWL
Powell Industries Inc

Industrials
-25
- 26.32%
$159.38 - $211.34 $3.98K - $5.28K
70 $14.7M
PINS
Pinterest, Inc.

Communication Services
-40
- 31.75%
$24.21 - $35.95 $968 - $1.44K
86 $3.08M
CVS
Cvs Health Corp

Healthcare
-196
- 1.87%
$60.04 - $70.18 $11.8K - $13.8K
10.3K $708M
ETSY
Etsy Inc

Consumer Cyclical
-15
- 42.86%
$40.8 - $63.88 $612 - $958
20 $1M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-138
- 3.28%
$10.59 - $11.48 $1.46K - $1.58K
4.07K $46.7M
TXN
Texas Instruments Inc

Technology
-2.29K
- 13.45%
N/A
14.8K $3.06B
VTRS
Viatris Inc

Healthcare
-19
- 1.36%
$7.26 - $9.12 $138 - $173
1.38K $12.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-39
- 0.94%
$75.05 - $77.34 $2.93K - $3.02K
4.12K $319M
CHK
Chesapeake Energy Corp

Energy
-5
- 3.03%
N/A
160 $18.7M
JBL
Jabil Inc

Technology
-35
- 35.71%
$116.88 - $218.1 $4.09K - $7.63K
63 $13.7M
Activity Summary
Buys All Purchases 269 New Holdings 39 Increased Positions 230 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 0
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